BINVESTING

Overview

Binvesting is a small, SEC-registered advisory corporation that focuses on portfolio management for individual clients and small businesses. The firm reports a client base made up of individuals and families and charges fees as a percentage of assets under management. Its regulatory snapshot notes registration with the SEC in 2025 and identifies ownership as a mix of a domestic entity and an individual. Binvesting is not positioned as a capital allocator and does not claim ESG integration; it is not a multistate adviser and does not list pension consulting or related-adviser status. The firm lists several industry affiliations beyond its advisory activity, including relationships with a broker-dealer, banking or thrift institution, insurance company, and other investment advisers. Those affiliations suggest access to distribution, custody, or product channels outside a standalone RIA model.

Assets & Accounts

Investments & Alternatives

Location & Offices